We have husbands, wives, children, and friends. We’re your neighbor and the person in line with you at your favorite coffee shop. We love travel and lunch breaks and laughter. We enjoy meeting new people and can’t wait to see you succeed. We’re used to helping “works in progress” and are adept at finding and filling gaps with exactly what you need.
We’re a phone call away or just down the hall. We’re texting you after the big meeting to see how it went or emailing you those documents following up our discussion. We’ve been there before and we’ll always be there for you.
We are prepared and plan on purpose.
We value planning, but are quick to adjust to change. We don’t think we know it all, even though, between our advisors, support staff, interns, leadership team, and national planning department, we probably do. We certainly know the most about serving first, last, and always.